New Directions and Challenges for The Single Family Office

It’s not easy to identify trends in the single family office (SFO) world. Why? SFOs are unique to each family. Also, change in the SFO (and the family system in general) can be slow and incremental. SFOs tend to evolve until there’s a crisis like the recent pandemic or an unplanned leadership transition. For a clearer picture of where SFOs are really heading in 2023, it’s more useful to look at recurring themes with the understanding that each SFO will have its own variation on that theme.